This week's newsletter dives into the escalating crisis in global auto supply chains, from China’s rare earth export controls crippling solenoid and motor production, to major plant closures, new factories in Morocco and Hungary, and dramatic maritime risks tied to lithium-ion battery fires. Don’t miss these critical industry developments.Week of May 30 - June 5, 2025, by Elm Analytics
The 'Likely landing spot for Trump tariffs' article in the links is an eye opener to how complex US vehicle manufacturing has become, in a very short space of time, and the obvious cinsequence of impacts to global trade. It suggests the ultimate risk appears to be on-shoring of US manufacturing, will result in ever-increasing price hikes for vehicles initially.
In turn, this will possibly end up in huge job losses globally, including the US, creating greater numbers of poverty. Greater poverty tends to result in more disorder.
Maybe not the greatest of times ahead of us...!!!
And yes, if you're thinking this is a sour note to post, it is, these are sour days, that will last a long period of time.
A lot to be concerned about, globally.
The 'Likely landing spot for Trump tariffs' article in the links is an eye opener to how complex US vehicle manufacturing has become, in a very short space of time, and the obvious cinsequence of impacts to global trade. It suggests the ultimate risk appears to be on-shoring of US manufacturing, will result in ever-increasing price hikes for vehicles initially.
In turn, this will possibly end up in huge job losses globally, including the US, creating greater numbers of poverty. Greater poverty tends to result in more disorder.
Maybe not the greatest of times ahead of us...!!!
And yes, if you're thinking this is a sour note to post, it is, these are sour days, that will last a long period of time.